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Import leads from your CRM
Import leads from your CRM

How to import your leads form you CRM

Updated over a week ago

Hello Zeliqon 👋

Within your ZELIQ environment, you can import leads via the "Organization Leads" tab.

You have then 4 options:

  • Add a contact, which means adding a lead manually, 1 by 1

  • Add a company, which means adding a company manually, 1 by 1

  • Import from CRM, which means from the CRM you have integrated with ZELIQ

  • Import from CSV, which means from a CSV file that you have available.

This article will detail how to import leads from a CRM.

1️⃣ Import from CRM

  1. Click on "Organization leads"

  2. Click on "+"

  3. Then click on "Import from CRM"

  4. Select your list

👏 Congratulations, your list has been imported! You can find it in the "Organization leads" tab.

👩🏼‍💻 For further information, please do not hesitate to contact us:

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